Principal LifeTime 2055 Fund R-5 (LTFPX)
17.30
-0.30
(-1.70%)
USD |
Mar 03 2026
LTFPX Asset Allocations & Exposures
Asset Allocation
As of January 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.56% |
| Stock | 95.17% |
| Bond | 3.84% |
| Convertible | 0.00% |
| Preferred | 0.08% |
| Other | 0.34% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 67.77% |
|---|---|
|
North America
|
66.53% |
| Canada | 3.59% |
| United States | 62.93% |
|
Latin America
|
1.24% |
| Brazil | 0.35% |
| Mexico | 0.21% |
| Peru | 0.10% |
As of January 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 18.77% |
|---|---|
| United Kingdom | 5.25% |
|
Europe Developed
|
13.01% |
| Austria | 1.01% |
| Denmark | 0.20% |
| Finland | 0.01% |
| France | 1.41% |
| Germany | 1.96% |
| Greece | 0.81% |
| Ireland | 3.33% |
| Italy | 0.84% |
| Netherlands | 2.17% |
| Portugal | 0.02% |
| Spain | 0.02% |
| Sweden | 0.02% |
| Switzerland | 0.63% |
|
Europe Emerging
|
0.11% |
| Poland | 0.08% |
|
Africa And Middle East
|
0.40% |
| Israel | 0.13% |
| Saudi Arabia | 0.11% |
| South Africa | 0.10% |
| United Arab Emirates | 0.05% |
| Greater Asia | 12.80% |
|---|---|
| Japan | 2.82% |
|
Australasia
|
0.07% |
| Australia | 0.07% |
|
Asia Developed
|
5.87% |
| Hong Kong | 1.43% |
| Singapore | 0.74% |
| South Korea | 1.45% |
| Taiwan | 2.24% |
|
Asia Emerging
|
4.04% |
| China | 2.88% |
| India | 0.99% |
| Indonesia | 0.10% |
| Thailand | 0.02% |
| Unidentified Region | 0.66% |
|---|
Stock Sector Exposure
| Cyclical |
|
35.57% |
| Materials |
|
3.81% |
| Consumer Discretionary |
|
10.50% |
| Financials |
|
17.82% |
| Real Estate |
|
3.43% |
| Sensitive |
|
43.89% |
| Communication Services |
|
9.08% |
| Energy |
|
3.39% |
| Industrials |
|
9.10% |
| Information Technology |
|
22.32% |
| Defensive |
|
15.74% |
| Consumer Staples |
|
3.27% |
| Health Care |
|
10.72% |
| Utilities |
|
1.75% |
| Not Classified |
|
4.80% |
| Non Classified Equity |
|
0.47% |
| Not Classified - Non Equity |
|
4.34% |
As of January 31, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |